Financial Planning Assistant: Wealth Planning Support

Ameriprise Financial Services, LLC; Boise (ID); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

401(k) with company match

Paid time off

Holidays

Professional development and certif.支

Job summary

Erwin & Associates Private Wealth Planning, a financial planning practice of Ameriprise, seeks a detail-oriented Financial Planning Assistant to support the planning team and deliver superior client experiences. The role focuses on preparing financial plans, maintaining client records, and assisting with account management.

Ideal candidates are organized, with strong communication and time management skills, and a keen interest in investments and wealth management concepts.

Qualifications

• Proficiency in Microsoft Office Suite, particularly Excel, Outlook, and Word.
• Excellent organizational, communication, and time management skills.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Professionalism and discretion with confidential information.
• Experience with CRM systems such as Salesforce (preferred).
• Eager to learn and understand investments, retirement planning, insurance, and wealth management concepts (preferred).

Responsibilities

• Support the office with answering phones, clerical tasks, account paperwork, and service requests as needed.
• Assist advisors in preparing comprehensive financial plans and recommendations.
• Gather and input financial data into financial planning software.
• Generate reports on investments and other planning areas.
• Conduct basic research on financial products and planning strategies.
• Ensure planning materials are accurate, complete, and professionally presented.
• Assist with transactional items and client account management.

Skills

Organizational skills

Communication skills

Time management

Attention to detail

Multitasking

Professionalism

Tools

Excel

Outlook

Word

Job description

Erwin & Associates Private Wealth Planning, a financial planning practice of Ameriprise, seeks a detail-oriented Financial Planning Assistant to support the planning team and deliver superior client experiences. The role focuses on preparing financial plans, maintaining client records, and assisting with account management.

Ideal candidates are organized, with strong communication and time management skills, and a keen interest in investments and wealth management concepts.